Vanguard Total Competition

VTSMX Fund

USD 144.20 0.55 0.38%

Vanguard Total Stock competes with Vy Goldman, Invesco Gold, Goldman Sachs, Franklin Gold, and Gabelli Gold; as well as few others. The fund is listed under Large Blend category and is part of Vanguard family. Analyzing Vanguard Total competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Vanguard Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard Total Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Vanguard Total competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
143.78	144.61	145.44

Details

Intrinsic

Valuation

Low	Real	High
130.28	146.31	147.14

Details

Vanguard Total Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard Total and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Vanguard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Vanguard Total Stock does not affect the price movement of the other competitor.

	VGSBX	IOGYX	GCEBX	FRGOX	GLDAX	GLRBX	FGDIX
VGSBX		-0.35	0.81	-0.37	-0.35	-0.08	-0.27	VGSBX
IOGYX	-0.35		0.01	0.99	0.94	0.79	0.96	IOGYX
GCEBX	0.81	0.01		-0.02	0.0	0.16	0.06	GCEBX
FRGOX	-0.37	0.99	-0.02		0.96	0.75	0.98	FRGOX
GLDAX	-0.35	0.94	0.0	0.96		0.73	0.93	GLDAX
GLRBX	-0.08	0.79	0.16	0.75	0.73		0.71	GLRBX
FGDIX	-0.27	0.96	0.06	0.98	0.93	0.71		FGDIX
	VGSBX	IOGYX	GCEBX	FRGOX	GLDAX	GLRBX	FGDIX

Click cells to compare fundamentals

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High positive correlations

FRGOX	+ 0.99	IOGYX
FGDIX	+ 0.98	FRGOX
FGDIX	+ 0.96	IOGYX
GLDAX	+ 0.96	FRGOX
GLDAX	+ 0.94	IOGYX
FGDIX	+ 0.93	GLDAX

High negative correlations

FRGOX	- 0.37	VGSBX
GLDAX	- 0.35	VGSBX
IOGYX	- 0.35	VGSBX
FGDIX	- 0.27	VGSBX
GLRBX	- 0.08	VGSBX
FRGOX	- 0.02	GCEBX

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard Total Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Vanguard Total's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VGSBX	0.30	0.00	0.00	0.15	0.00	0.00	0.53	(0.84)	1.71
IOGYX	1.41	0.08	0.00	0.31	1.59	(1.50)	2.72	(2.62)	7.22
GCEBX	0.78	(0.09)	0.00	(1.86)	0.00	0.00	1.62	(1.48)	8.34
FRGOX	1.44	0.10	0.01	0.36	1.71	(1.55)	3.13	(2.78)	7.69
GLDAX	1.26	0.20	0.03	3.32	1.31	(1.44)	2.70	(2.51)	7.58
GLRBX	0.32	(0.01)	(0.23)	0.14	0.28	(0.34)	0.79	(0.61)	2.05
FGDIX	1.32	0.05	(0.04)	0.37	1.65	(1.41)	2.75	(2.76)	7.07

Unable to evaluate fundamental data of [VGSBX, IOGYX, GCEBX, FRGOX, GLDAX, GLRBX, FGDIX] at this time. Please try again later

All Fundamental Data

Vanguard Total Competitive Analysis

The better you understand Vanguard Total competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard Total's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Vanguard Total's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	VTSMX	VGSBX	IOGYX	GCEBX	FRGOX	GLDAX	GLRBX	FGDIX
	0.38 144.20 Vanguard	0.64 9.26 VGSBX	2.82 27.23 Invesco	0.45 8.90 Goldman	3.63 17.77 Franklin	5.06 21.76 Gabelli	0.35 23.04 James	2.06 26.11 Fidelity
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Very Weak	Insignificant	Very Weak	Insignificant	Modest	OK	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Cautious Hold	Buy	Strong Hold	Buy	Strong Buy	Strong Buy	Strong Hold
Net Asset	814.09 B	209.6 M	1.11 B	85.53 M	987.03 M	336.68 M	432.58 M	1.06 B
Price To Book	2.62 X	N/A	N/A	N/A	1.28 X	1.76 X	2.01 X	1.30 X
Five Year Return	15.21 %	2.57 %	11.49 %	N/A	9.99 %	9.25 %	5.34 %	7.37 %
One Year Return	39.08 %	9.31 %	46.68 %	N/A	51.17 %	46.95 %	21.20 %	43.16 %
Last Dividend Paid	0.01	0.19	0.57	0.08	2.32	0.36	0.04	1.13
Price To Earning	2.30 X	N/A	N/A	N/A	18.89 X	27.33 X	13.88 X	27.34 X
Price To Sales	1.79 X	N/A	N/A	N/A	1.20 X	3.12 X	0.84 X	2.35 X
Cash Position Weight	0.94 %	13.49 %	1.54 %	0.41 %	0.37 %	0.18 %	5.97 %	0.91 %
Equity Positions Weight	99.06 %	N/A	98.26 %	99.59 %	99.41 %	99.74 %	42.32 %	98.29 %
Three Year Return	8.43 %	(1.90) %	4.64 %	N/A	2.53 %	8.10 %	3.54 %	2.66 %
Annual Yield	0.01 %	0.02 %	0.01 %	0.03 %	0.02 %	0.01 %	0.01 %	0 %
Year To Date Return	26.16 %	1.90 %	27.46 %	N/A	37.35 %	30.53 %	14.22 %	27.44 %
Bond Positions Weight	N/A	81.42 %	N/A	N/A	N/A	N/A	0.75 %	N/A
Ten Year Return	12.69 %	N/A	(2.05) %	N/A	(4.33) %	(0.39) %	4.76 %	(2.73) %
Day Typical Price	144.2	9.26	27.23	8.9	17.77	21.76	23.04	26.11
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Period Momentum Indicator	(0.55)	(0.06)	(0.79)	(0.04)	(0.67)	(1.16)	(0.08)	(0.55)
Rate Of Daily Change	1.0	0.99	0.97	1.0	0.96	0.95	1.0	0.98
Day Median Price	144.2	9.26	27.23	8.9	17.77	21.76	23.04	26.11
Price Action Indicator	(0.28)	(0.03)	(0.39)	(0.02)	(0.34)	(0.58)	(0.04)	(0.28)
Relative Strength Index	69.01	52.33	74.68	23.5	78.56	77.64	68.78	80.08
Coefficient Of Variation	425.44	(3,650)	990.48	(1,590)	921.09	714.61	587.04	1758.83
Mean Deviation	0.6021	0.3004	1.41	0.7803	1.44	1.26	0.3204	1.32
Jensen Alpha	0.0242	0.0024	0.0768	(0.09)	0.1011	0.2023	(0.01)	0.0487
Total Risk Alpha	0.0035	(0.11)	(0.22)	(0.34)	(0.21)	(0.14)	(0.03)	(0.29)
Sortino Ratio	0.0229	N/A	0.0012	N/A	0.0108	0.0306	(0.23)	(0.04)
Downside Variance	0.636	N/A	3.09	N/A	3.47	2.3	0.2065	3.11
Standard Deviation	0.8291	0.3869	1.77	1.16	1.81	1.59	0.4269	1.73
Kurtosis	1.7	0.0998	(0.09)	9.96	0.0496	0.1256	0.7994	1.07
Potential Upside	1.68	0.5308	2.72	1.62	3.13	2.7	0.7898	2.75
Treynor Ratio	0.1917	0.1494	0.306	(1.86)	0.3632	3.32	0.1363	0.3713
Maximum Drawdown	3.88	1.71	7.22	8.34	7.69	7.58	2.05	7.07
Variance	0.6874	0.1497	3.13	1.34	3.28	2.54	0.1822	2.99
Market Risk Adjusted Performance	0.2017	0.1594	0.316	(1.85)	0.3732	3.33	0.1463	0.3813
Risk Adjusted Performance	0.1798	(0.03)	0.0826	(0.04)	0.0885	0.1118	0.1219	0.0489
Skewness	(0.03)	(0.40)	(0.12)	(1.82)	(0.14)	0.1248	(0.35)	(0.31)
Semi Deviation	0.5465	N/A	1.59	N/A	1.71	1.31	0.2833	1.65
Information Ratio	0.022	(0.48)	0.0012	(0.22)	0.0111	0.0291	(0.24)	(0.05)
Value At Risk	(0.94)	(0.84)	(2.62)	(1.48)	(2.78)	(2.51)	(0.61)	(2.76)
Expected Short fall	(0.69)	N/A	(1.50)	N/A	(1.55)	(1.44)	(0.34)	(1.41)
Downside Deviation	0.7975	N/A	1.76	N/A	1.86	1.52	0.4544	1.76
Semi Variance	0.2986	N/A	2.53	N/A	2.92	1.72	0.0802	2.74

Vanguard Total Competition Performance Charts

Five steps to successful analysis of Vanguard Total Competition

Vanguard Total's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Vanguard Total Stock in relation to its competition. Vanguard Total's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Vanguard Total in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Vanguard Total's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vanguard Total Stock, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Vanguard Total position

In addition to having Vanguard Total in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Munis Funds

Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 38 constituents at this time.

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Other Information on Investing in Vanguard Mutual Fund

Vanguard Total financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Total security.

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